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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1051
Clearwater Capital Advisors
Illinois
$290K +$274K +2,543 New
FNT
1052
First National Trust
Pennsylvania
$289K – – –
MAFM
1053
Mid Atlantic Financial Management
Pennsylvania
$287K -$17.7K -164 -6%
QCM
1054
Quest Capital Management
Texas
$286K +$270K +2,510 New
SM
1055
SG3 Management
Puerto Rico
$285K -$1.89M -17,500 -88%
BPA
1056
Beacon Pointe Advisors
California
$285K +$52.4K +486 +24%
UAM
1057
UAS Asset Management
New York
$285K +$53.9K +500 +25%
DACG
1058
Donor Advised Charitable Giving
California
$283K – – –
FWM
1059
Frontier Wealth Management
Missouri
$282K +$34.2K +317 +15%
BAM
1060
Belpointe Asset Management
Nevada
$279K -$31.8K -295 -11%
QTM
1061
qPULA Trading Management
New York
$279K +$264K +2,450 New
JCM
1062
Janney Capital Management
Pennsylvania
$278K – – –
WWM
1063
Western Wealth Management
Colorado
$277K +$262K +2,434 New
ETC
1064
Exchange Traded Concepts
Oklahoma
$276K +$151K +1,405 +138%
1IA
1065
1834 Investment Advisors
Wisconsin
$275K -$8.08K -75 -3%
TPCW
1066
TD Private Client Wealth
New York
$274K +$67.6K +627 +35%
ISL
1067
Ingalls & Snyder LLC
New York
$274K -$8.62K -80 -3%
FIB
1068
First Interstate Bank
Montana
$273K – – –
DP
1069
Dearborn Partners
Illinois
$273K +$108 +1 +0%
EWA
1070
EP Wealth Advisors
California
$273K +$1.94K +18 +0.8%
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
$271K – – –
FL
1072
Fort LP
Maryland
$269K -$343K -3,184 -57%
AIA
1073
Avalon Investment & Advisory
Texas
$269K -$1.29K -12 -0.5%
PCP
1074
Proficio Capital Partners
Massachusetts
$268K -$35.9K -333 -12%
DIA
1075
Dana Investment Advisors
Wisconsin
$267K -$44.2K -410 -15%
41 42
43
44 45